Bulk Waiver Export Growth+This feature requires the Growth+ plan or higher
When your insurer asks for "all signed waivers from last June" — or when you're closing the books on a season and want a clean archive — the Bulk Export feature gives you a zip file in a few clicks. Every signed waiver becomes its own PDF, plus a manifest.csv index for fast filtering in Excel or Google Sheets.
What you get
Every export contains:
- One PDF per signed waiver — your business logo, the customer's full name + contact details, every field they filled in, and the signature image inline. Filename format:
{customer-name}_{signed-date}_{response-id}.pdfso files sort naturally by date. - A
manifest.csvat the zip root — one row per waiver with: Response ID, Form Title, Customer Name, Customer Email, Signed At, Booking Reference, PDF Filename. Open it in Excel/Sheets to quickly scan or filter. - An
attachments/folder — if your waiver captures File Upload fields (e.g. driver's license photos, dive certifications, proof of ID), the uploaded images and PDFs are included underattachments/{response-id}/{filename}so they sit alongside the PDF they relate to. Signature images are embedded directly in the waiver PDF rather than duplicated as separate attachments.
Exports are insurer-ready out of the box — no manual reformatting, no PDF stitching.
Starting an export
Bulk export runs per waiver — open the responses page for the waiver you want to export, then kick off from the Action dropdown.
- Click Waivers & Forms in the left sidebar.
- Click the row for the waiver whose responses you want to export.
- On the responses page, click Action in the top-right, then Bulk export responses.
- The export modal slides in from the right. The waiver is already locked in — fill in the optional filters:
- Date range (signed_at) — only include responses signed in this window. Leave blank to include every signed response.
- Customer ID — restrict to one specific customer's responses.
- Click Start export. The modal closes and a toast confirms "Export queued — you'll get an email when it's ready".
The export runs in the background. Small exports (a few dozen waivers) finish in seconds; large exports (thousands of waivers) take a few minutes.
When it's ready
You'll get an email at the address on your EquipDash account with a Download zip button. The link is signed and expires in 24 hours.
If the link expires, head back to the responses page → Action → View past exports. The Past exports table shows everything you've requested across all your waivers. As long as the file is still on disk (7 days from completion), you can re-issue a fresh download link with one click.
After 7 days the file is removed from disk to manage storage. The audit row stays in your Past exports list forever so you have a record of every export that was generated.
Past exports
Every export you (or another admin at your supplier) kicks off appears in the Past exports page, reached from any waiver responses page via Action → View past exports:
| Column | What It Shows |
|---|---|
| Requested | When the export was kicked off |
| By | Which user requested it |
| Filters | A summary of which waiver / date range / customer was selected |
| Waivers | How many waivers ended up in the zip |
| Status | Pending / Running / Completed / Failed |
| Expires | When the on-disk file will be cleaned up |
| Download | A direct download button for files still on disk |
Permissions
Anyone with the Manage Waivers & Forms permission can kick off bulk exports. View Waivers & Forms is enough to see the Past exports table and re-download a file that hasn't expired.
Tips for insurance reviews
- Filter to the exact date range your insurer asks about — smaller zips are faster to share.
- The manifest CSV makes it easy to filter or sort waivers in Excel before sharing only the relevant ones.
- Keep an internal record of which export you sent to which insurer — the
Response IDcolumn on the manifest makes it easy to cross-reference in the future.
API access
Bulk exports are also available via the REST API for any integrations that need them. See the API documentation for details — endpoints support kick-off, status polling, and signed download URLs with the same waivers:read and waivers:write scopes you use elsewhere.